It's just at the Chinese levels for coding, so right now it's just a money earing thing for investors.
I hope the Cursor guys help them catch up to be closer to frontier models because they badly need help in it.
I hope the Cursor guys help them catch up to be closer to frontier models because they badly need help in it.
Nonetheless, the 10 Billion and 60 Billion deal with Cursor is weird as hell. I can only imagine that he wants to throw as much money at all of his shit before the IPO.
He probably wants the training data
Margins are going up for the 2 frontier model providers like crazy, and I don't expect it to go down more, I think we have seen the cheapest token prices already.
There is plenty of Chinamodels, Mistral and co.
I avoid using and buying Chinese things due to the country. That is my view. They will turn on us too.
https://arena.ai/leaderboard/code?viewBy=plot
model ELO price
claude-opus-4-7-thinking 1571 $20/M
glm-5.1 1534 3.65
kimi-k2.6 1529 3.24
mimo-v2.5-pro 1479 2.50
qwen3.6-plus 1470 1.54
deepseek-v4-pro-thinking 1455 0.76
deepseek-v3.2-thinking 1368 0.35